Ensured timely delivery of all financial planning and analysis, annual budgets, and monthly forecasts with a focus on improved efficiency and effectiveness. Introduced, developed, and executed portfolio mix analysis to enhance forecast performance resulting in a reduction of variances, supported story based analytics, and increased revenue yields. Implemented a comprehensive database for all new business client ventures sourcing all reporting requirements and ad-hoc analysis requests that improved accuracy, delivery and overall efficiency. Developed mid-month, monthly and quarterly KPI dashboard reporting that provided critical insight into financial performance to enhance profitability and reduce monthly forecast variances.

Implemented a rolling forecast leading to clearer insight of trending shifts and quantified financial impacts. Redesigned the forecasting process leading to a reduction in variances and allow more effective business decision making, which reduced inefficiencies and cost of errors. Developed and executed the initiative to enhance reliability, efficiency and timeliness of mid-month, monthly and quarterly financial reporting, including generation of advanced executive dashboards, variance and trend analyses for senior management. Result was reduction in production time by a minimum of 50% as well as attained 100% accuracy.Influential member of the executive team that conducted a strategic evaluation of the company’s credit portfolio, which included strategic analytics, due diligence and reviews with potential buyers for the $2B of assets.

Directed a project to partner with Moody’s Analytics to build robust forecasting models for loss forecasting and revenue. Led efforts to improve forecasting and budgeting results as well as supported the financial viability of credit.Developed advanced dashboards and key performance indicators to monitor results and anticipated future events to mitigate risks.